EPA
Element Pointe Advisors’s Zscaler ZS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | – | Sell |
-4,602
| Closed | -$1.06M | – | 125 |
|
|
2021
Q2 | $1.06M | Sell |
4,602
-8,308
| -64% | -$1.92M | 0.32% | 66 |
|
|
2021
Q1 | $2.22M | Buy |
+12,910
| New | +$2.22M | 0.74% | 21 |
|
|
2020
Q4 | – | Sell |
-21,265
| Closed | -$2.99M | – | 118 |
|
|
2020
Q3 | $2.99M | Hold |
21,265
| – | – | 1.33% | 11 |
|
|
2020
Q2 | $2.33M | Buy |
+21,265
| New | +$2.33M | 1.21% | 11 |
|